- Provide outstanding client service with a "one call resolution" mentality while demonstrating empathy and problem-solving skills.
- Manage client needs through to completion by means of follow-up, advanced research, client advocacy, and collaboration with business partners to ensure timely and accurate delivery of information.
- Practice active listening, open-ended dialogue, and rapport building to gain a thorough understanding of clients' needs.
- Answer questions on a wide assortment of technical operational subjects including but not limited to Tax, Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations.
- Anticipate client issues and problems and proactively take necessary steps to prevent such problems from occurring.
- Effectively manage and evaluate risk when reviewing client accounts and provide support related to varying operational subjects.
- Set proper expectations when assessing and resolving client issues.
- Deliver unparalleled value and outstanding service to our internal and external clients.
- Recognize risks and acts to mitigate firm exposure.
- Champion client use of Schwab's digital platform and provide website navigational support by leading with a superior understanding of features and benefits of tools, products, and services to encourage adoption of our industry leading platform.
- Minimum of 12 months of financial services experience in the brokerage industry.
- Subject matter knowledge within one or more of the following areas: Corporate Actions, Distributions, Security Processing, Tax Reporting and Cost Basis.
- Solid analytical skills and ability to multi-task to perform multiple complex tasks with a superior level of attention to detail; Can operate with little instructions on day-to-day work with general direction on assignments.
- Excellent interpersonal skills and the ability to communicate in a clear and concise manner.
- Strong verbal and written communication skills with a desire to work in a multi-channel virtual environment (phone, email, chat) and familiarity with EDGE model preferred.
- Exceptional critical thinking skills and the ability to exercise sound judgment.
- Ability to analyze complex problems, with strong attention to detail and ability to provide effective solutions.
- Ability to resolve client service issues while providing world class service accurately and quickly to internal and external clients.
- Adaptable to working in a high volume, fast paced environment.
- Passion for working in a team environment - contributing toward departmental and team goals and objectives. Peer influence skills a must as senior administrators will be required to help drive and support change.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
- Strong working knowledge of Schwab internal systems, tools, and resources.
- Series 7 and 63 licenses preferred, but not required.
- Bachelor's degree or equivalent work experience
-
Specialist for Bath Operations
2 weeks ago
Phoenix Technologies Marion Center, United StatesThe Municipality of Veitsbronn (district of Fürth) · is currently seeking a · Specialist for Pool Operations (m/f/d) · for the Veitsbad · unlimited and full-time · We offer an interesting and challenging position at our municipal Veitsbad in Veitsbronn. · Your main responsibili ...
-
Specialist (m/f/d) for pool operations
2 weeks ago
Skyline Enterprises Marion Center, United StatesJena Baths and Leisure GmbH · Just dive in: With a variety of swimming options and a colorful range of courses and wellness offerings, the Jena Baths and Leisure Company stands for relaxation and distraction from everyday life. · What to expect · Supervising our bath guests · Res ...
-
Customer Operations Specialist
1 week ago
Hub Group Whitestown, United StatesThe Customer Operations Specialist role is responsible for supporting customer needs on site, tendering to carrier, track and trace requirements and issues resolution. The position requires one to operate in the upmost professional manner to customer & carriers, efficiently manag ...
-
People Operations Specialist
6 days ago
PAXAFE Indianapolis, United StatesJob Description · Job DescriptionWho we are · "Our supply chain lacks visibility" · – Every Pharmaceutical supply chain, transportation and quality executive. · Although that's not quite accurate. In fact, most companies already have an abundance of IoT and passive logger data. W ...
-
Automotive Operation Specialist
10 hours ago
MSX INTERNATIONAL Indianapolis, United StatesTitle: Operations Specialist · Location: Indianapolis, IN, US · Job Type: Full-time with Benefits · Who We Are · For more than 25 years, MSX International has been a dedicated partner to leading automotive brands around the world. We support them in transforming their businesses ...
-
Dedicated Customer Operations Specialist
1 week ago
Hub Group Whitestown, United StatesThe Dedicated Customer Operations Specialist role is responsible for supporting customer needs on site, tendering to carrier, track and trace requirements and issues resolution. The position requires one to operate in the upmost professional manner to customer & carriers, efficie ...
-
GMP QA Operations Specialist
2 weeks ago
Stark Associates LLC Marion, United StatesJob Description · Job DescriptionJob Role: GMP QA Operations SpecialistLocation: Marion NCContract: W2Key Responsibilities: · The responsibilities of this position may include, but are not limited to, the following: · Participates in cross-functional teams as a Quality technical ...
-
Branch Operations Specialist I
5 days ago
Banterra Marion, United StatesSummary: · Responsible for assisting the Banking Center Coordinator with coordination of procedures, branch operations and improving efficiencies among banking centers. Ensure the highest quality of customer service is provided to our customers. Responsibilities: include but a ...
-
Emerald Enterprises Willow Branch, IN, United States Freelance**Your tasks**: · - Independent disposition of spare parts · - Correspondence in the context of order processing in German and English · - Monitoring delivery dates and order confirmations · - Maintenance of order parameters in the merchandise management system · - Correspondence ...
-
Financial Operations Recovery Specialist I
2 weeks ago
Elevance Health Indianapolis, United States· Financial Operations Recovery Specialist I · Location: The ideal candidate for this role will live within 50 miles of a Elevance Health Pulse Point. · The Financial Operations Recovery Specialist I is responsible for setting up and adjusting claims overpayments that have been ...
-
Logistics Operations Specialist, Friday-Monday
3 weeks ago
Backhaul Direct Indianapolis, United StatesBackhaul Direct is looking for a weekend shift LogisticsOperations Specialist, Friday - Monday who is an experienced customer service professional interested in working in our laid-back office environment located in Indianapolis. This position will be responsible for weekend cov ...
-
Data Entry Operation Specialist II
6 days ago
SGI Global, LLC Indianapolis, United StatesJob Description · Job DescriptionSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Indianapolis, I ...
-
Warehouse Inventory Specialist
1 week ago
Indiana Wesleyan University Marion, United States**Job no**: 493746 · **Work type**: Hourly (Full Time) · **Location**: Marion, IN · **Categories**: Facilities/Grounds/Skilled Trades · **Job Title**: Warehouse Inventory Specialist · **Reporting Relationship**:Business Manager · **Unit**: IWU-Marion · **Department**: Facilities ...
-
CDL Driver
1 week ago
BAXTER Indianapolis, United States Full timeVantive: A New Company Built On Our Legacy · Baxter is on a journey to separate our ~$5B Kidney Care segment into a standalone company. Vantive* will build on our nearly 70-year legacy in acute therapies and home and in-center dialysis to provide best-in-class care to the people ...
-
Loan Assistant
1 week ago
US Agriculture, Rural Development Indianapolis, United States**Duties**: · - Performs a variety of non-routine assignments within the various programs. · - Performs loan processing and servicing assignments of limited scope and complexity. · - Under the guidance of a higher graded specialist meets with other lenders and potential borrowers ...
-
Senior Clerk for Export and Export Control
2 weeks ago
Radiant Enterprises Indianapolis, United StatesThe Würth MODYF GmbH & CO. KG, a specialist for safety shoes and workwear based in Künzelsau, is part of the globally operating Würth Group. The entire Würth MODYF Group operates in 7 countries and employs over 450 employees. · The department in question is dedicated to implemen ...
-
Apex Dynamics Marion, United StatesAs a dynamic addition to our existing team, SPIE SAG GmbH, a specialist in energy infrastructure in the CityNetworks & Grids division, is seeking you as a · Monteur / Rohrleitungsbauer / Facharbeiter m/w/d · We offer:Permanent employment in a growing and crisis-proof company wit ...
-
Training for Specialist in Food Technology
2 weeks ago
FusionTech Marion, United StatesWith our well-known and successful brands, we are one of the leading mineral water companies in Germany as a family-owned business. Thanks to our dedicated employees, we are able to maintain and continuously expand this position. · Starting on August 1st, 2024, we are looking for ...
-
Nursing specialist
2 weeks ago
NovaTech Solutions Center, United StatesWe are currently seeking a part-time hours/week) or full-time, permanent employee to join our team at the CBS Caritas Betriebsträgergesellschaft mbH Speyer in Limburgerhof. Our company is a 100% subsidiary of the Caritasverband für die Diözese Speyer e.V. and employs approximatel ...
-
Deputy Head of Financial Accounting
2 weeks ago
Velocity Enterprises Marion Center, United StatesMarion Center Deputy Head of Financial Accounting (m/f/d) · Job ID: 106 · Location: Nuremberg · Working hours: hours per week · For our client, a large provider of social facilities in the metropolitan region of Nuremberg, we are currently seeking a Deputy Head of Financial Accou ...
Hotline Operations Specialist - Indianapolis, United States - Charles Schwab Corporation
Description
Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Client Reporting and Security Services (CRSS) is part of our Client Service & Support's (CS&S) Operational Support division.
CRSS is a TIER 2 escalation team that promotes client loyalty by providing high quality subject matter expertise to our clients and internal business partners.
CRSS team members are provided ongoing and hands-on training to support departments that encompass a variety of subject matters including Schwab client tax reporting, cost basis, corporate actions, securities operations, distributions, and client reporting products.
Alternative Investments Custody Services is another business segment within CRSS and it assists clients and internal business partners with inquiries and process needs related to the custody of alternative investments.
This includes a variety of functions covering Asset Acceptance, Trading, Distributions, Reconciliation, Transfers, Client Service, Valuation, Risk Reporting and Monitoring, Communications and Corporate Actions.
The work performed is detailed, and explanations must be communicated in a clear and effective manner as clients can make financial decisions based on the information given.
We have teams in Orlando, Indianapolis, Denver, Phoenix and Westlake.Explore a challenging opportunity to join a critical department within CS&S's Operational Support division that provides specialized phone support and resolution to client inquiries.
What you haveOur Enhanced Specialists build trust and inspire confidence through exceptional service, on every interaction with our clients.
In Client Reporting and Security Services (CRSS) and Alternative Investments (AI) groups, you are joining a team of professionals with a passion for providing a high-quality service experience to clients.
You will:
Requirements: